User Management - An Introduction

User Management - An Introduction

User Management - An Introduction

In the CRM, a user is one who manages records, whether their own or those shared by other users, within the organisation. In addition to accessing the CRM data, some of the users can perform administrative functions for the smooth running of the CRM account. As administrators, you can add users to the organisation's the CRM account, enabling your employees to carry out their day-to-day tasks independently.

Adding users in CRM is based on your editions and number of user licences. Each user can sign in to their account with an email address and password. Every user is given a role and profile. The profile determines what features a user is allowed to access and the role determines what data the user can access based on the organisation's hierarchy.

Some of the add-ons and plug-ins in the CRM need to be enabled for users before they can to access the feature, such as the mobile edition licenses, the Mail add-on, plug-in for Microsoft Outlook, and more.

Availability
Permission Required
Users with Manage User permission in their profile can access this feature.

Types of Users

Administrators: Users who can access the entire system. There must be at least one Administrator who can access all the data and features in your the CRM account. Example: CEO or any top levels in the organisation's hierarchy like top officials or top management.

Standard Users: Users who can access data according to their defined permissions (profiles) and roles in the organisation. Example: Sales managers, marketing managers, support agents, etc.


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